Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$84.6K Sell
2025
Q1
$69.3K Sell
2024
Q4
$122K Sell
2024
Q3
$148K Sell
2024
Q2
$63.9K Sell
2024
Q1
$52.6K Buy
2023
Q4
$46.7K Sell
2023
Q3
$37.9K Sell
2023
Q2
$74.5K Sell
2023
Q1
$99.5K Sell
2022
Q4
$664K Sell
2022
Q3
$1.09M Buy
2022
Q2
$1.55M Sell
2022
Q1
$1.64M Buy
2021
Q4
$1.58M Sell
2021
Q3
$1.79M Buy
2021
Q2
$1.87M Sell
2021
Q1
$1.84M Buy
2020
Q4
Sell
2020
Q3
$1.15M Buy
2020
Q2
$1.12M Buy
2020
Q1
$783K Buy
2019
Q4
$1.04M Sell
2019
Q3
$999K Buy